Setting up Payment and Dining Options in my POS – Checkmate

The following is a quick guide to setting up payment and dining options in several POS systems that integrate with Checkmate. Each POS uses its own terminology for these settings, such as tenders, order types, destinations, or rooms. The table below links to the official help documentation for each POS or provides the required steps directly.

For a POS system not listed here, please contact the Checkmate support team.

Note: Each ordering platform requires its own unique payment option in the POS. Dining options may be unique per ordering platform or shared, depending on the POS configuration. For Brink, the Tender Type must be set to External, and destinations used for delivery must have the Delivery checkbox enabled. Clover order types, Brink, and Heartland settings do not have public help articles, so the required steps are provided directly in the table.

POS	Payment Option	Dining Option
Toast	Toast Payment Options Guide	Toast Dining Options Guide
Clover	Clover Payment Options Guide	Clover Dining Options Guide
Revel	Revel Payment Options Guide	Revel Dining Options Guide
SpotOn	SpotOn Payment Options Guide	SpotOn Dining Options Guide
Brink	1. Navigate to Configuration > Settings Editor > Tenders. 2. Select Add New Tender. 3. Enter the tender name. 4. Select Tender Type = External. 5. Check the Active and Allow Tips boxes, then select OK.	1. Navigate to Configuration > Settings Editor > Destinations. 2. Select Add New Destination. 3. Enter the destination name. 4. Check the Active box, then select Save.
Heartland/MobileBytes	1. Navigate to Location Setup > Custom Tenders. 2. Select Create a House Account. 3. Enter the payment option name and relevant details, then select Save.	1. Navigate to Location Setup > Rooms. 2. Select New. 3. Enter the room name and relevant details, then select Save.

Related articles